Good morning. Is there, or is there not a liquidity problem in bond markets? Here is the fed’s answer
http://libertystreeteconomics.newyorkfed.org/2015/08/has-us-treasury-market-liquidity-deteriorated.html#.VdMvnWf1SzE
There is a big study by McKinsey on the Internet of Things
http://www.mckinsey.com/insights/business_technology/an_executives_guide_to_the_internet_of_things
China unrest is rising… (via @leonmwc)
Who killed Value? A bit of reading on why value stocks have underperformed.
http://www.efficientfrontier.com/ef/701/value.htm
And here is another bit of reading on the same subject: value stocks are set to stage a comeback
http://www.advisorperspectives.com/articles/2015/08/11/why-you-should-allocate-to-value-over-growth
There is only one way to make this chart work: there must have been an explosion of new cities starting 1515
http://www.voxeu.org/article/media-markets-and-institutional-change-evidence-protestant-reformation
Just some light entertainment…
http://www.washingtonpost.com/news/wonkblog/wp/2015/08/18/the-most-unrealistic-thing-about-hollywood-romance-visualized/
Whatever happened to the Netherlands in this chart???
http://uk.businessinsider.com/this-one-graphic-shows-how-much-an-iphone-costs-around-the-world-and-theres-a-big-difference-2015-8
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